PenName Dave

Ballmer: 'Nobody Gets' the Microsoft-Yahoo Deal

YHOO is just overvalued and while this deal will save them on COGS, in the long run they are giving up a big portion of their value.

Even after the stock drop of the past few days, YHOO is a 20B market cap company. Still a very high number for a company thats not a leader in any of its "spaces".